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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

122 hedge funds and large institutions have $301M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
35
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cadence Bank
Mississippi
$4.66M
2
PFGIA
2
Patriot Financial Group Insurance Agency
Massachusetts
$4.48M
3
KWM
3
Kingsview Wealth Management
Oregon
$3.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
P
5
&Partners
Tennessee
$1.92M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$27.1M
2
GS
2
GTS Securities
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.93M
4
MIH
4
Meitav Investment House
Israel
$0
5
Jane Street
5
Jane Street
New York
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$247K 4,950 -526 -10%
MHFA
77
Mission Hills Financial Advisory
California
$242K 4,773 +4,773 New
WCM
78
WealthBridge Capital Management
Ohio
$240K 4,807 -352 -7%
PIA
79
Perennial Investment Advisors
California
$232K 4,647 +4,647 New
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$223K 4,464 +4,464 New
BAG
81
Bridgewealth Advisory Group
California
$201K 4,015 +4,015 New
RA
82
Rise Advisors
New York
$143K 2,861 +22 +0.8%
SPIA
83
Steward Partners Investment Advisory
New York
$141K 2,828 +215 +8%
PS
84
Planned Solutions
California
$132K 2,646 +2,646 New
PTC
85
Private Trust Company
Ohio
$132K 2,641 – –
SWM
86
Sanctuary Wealth Management
Idaho
$128K 2,563 – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$104K 2,090 -346 -14%
NFSG
88
Newbridge Financial Services Group
Florida
$102K 2,050 – –
CIAS
89
Capital Investment Advisory Services
North Carolina
$101K 2,031 +1,266 +165%
CIA
90
Cape Investment Advisory
Georgia
$94.1K 1,885 – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$66K 1,312 – –
EWA
92
EverSource Wealth Advisors
Alabama
$64.4K 1,290 – –
FCT
93
First Community Trust
Iowa
$54.9K 1,100 – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$54.7K 1,096 +1,096 New
TFGT
95
TS Financial Group (TSFG)
Illinois
$53K 1,055 – –
OP
96
ORG Partners
Indiana
$50.9K 1,020 +1,020 New
Citigroup
97
Citigroup
New York
$49.9K 1,000 – –
HI
98
Harbour Investments
Wisconsin
$48.7K 975 +3 +0.3%
CTA
99
Colonial Trust Advisors
South Carolina
$42.4K 850 – –
FNWA
100
Financial Network Wealth Advisors
Utah
$37.5K 750 +750 New
2 3
4
5 6